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Del-Sette Capital Management, LLC: IVZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Del-Sette Capital Management, LLC on IVZ, newest first. How the timeline and the estimate are built.

Del-Sette Capital Management, LLC held 251,878 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 251,878 shares
    Change vs previous 13F +105,223 shares

    3.88% of the 13F portfolio, value $6,647,060.

    13F-HR 0001951757-26-001088 filed by Del-Sette Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 146,655 shares
    Change vs previous 13F +10,335 shares

    2.13% of the 13F portfolio, value $3,562,250.

    13F-HR 0001951757-26-000766 filed by Del-Sette Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 136,320 shares
    Change vs previous 13F +5,164 shares

    2.21% of the 13F portfolio, value $3,581,126.

    13F-HR 0001951757-26-000337 filed by Del-Sette Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 131,156 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $3,008,719.

    13F-HR 0001951757-25-001448 filed by Del-Sette Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).